Jeffrey Meier
Jeffrey Meier is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Cincinnati, OH, with 29 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
5500 Harrison Ave, Suite A, Cincinnati, OH, 45248
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Jeffrey is involved with J. Owens Wealth Planning as a DBA/Support Company Advisor. This activity is not investment-related and requires minimal time.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
LPL Financial LLCBroker
LPL Financial LLC
Edward JonesBroker
Edward Jones
Amerivest Investment Management, LLC
TD Ameritrade, INC.
TD Ameritrade, INC.Broker
Proequities, INC.Broker
Fifth Third Securities, INC.Broker
Fidelity Brokerage Services LLCBroker
State Registrations4 states
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